# How to Take Your Estate Plan Off Script

Page: https://stenobird.com/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546/how-to-take-your-estate-plan-off-script
Text version: https://stenobird.com/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546/how-to-take-your-estate-plan-off-script.md
Podcast: [The Death Readiness Podcast: Not your dad’s estate planning podcast](https://stenobird.com/podcast/the-death-readiness-podcast-not-your-dad-s-estate-planning-podcast-7159546)
Published: 2026-05-05T14:12:03+00:00
Episode link: https://the-death-readiness-podcast-3d003d68.simplecast.com/episodes/how-to-take-your-estate-plan-off-script-h0CsSYlu
Audio file: https://cdn.simplecast.com/media/audio/transcoded/78175b93-f951-4b3f-afe8-fccb493fbe8a/0e27cd12-662f-4532-9a6f-710f915eb156/episodes/audio/group/2dd56a35-1387-4135-8a84-63f88535294a/group-item/7281debb-22c0-4cd3-8397-57a460f8a20e/128_default_tc.mp3?aid=rss_feed&feed=9aWoHapT
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Duration seconds: 1075

## Resource

You can follow all the estate planning rules and still end up with the wrong plan. In this episode, Jill walks through a question from a young attorney who’s been handed traditional estate planning forms and is wondering whether they actually serve her clients. Jill break down how a standard trust structure can limit flexibility for families who don’t need estate tax planning, and how small adjustments can make a big difference. Estate planning isn’t about checking boxes. It’s about building something that works.

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## Transcript

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